2026-08-27T09:11:14-05:00 2026-06-30 541937589 GJ LEX III CPA EQUINOX INVESTMENTS LLC 8040 INDUSTRIAL PARK COURT BRISTOW VA 20136 990PF 2025-07-01 863402974 SMITH FAMILY CHARITABLE FOUNDATION SMIT 7039322002 40589 GRENATA PRESERVE PLACE LEESBURG VA 20175 WILLIAM M SMITH PRESIDENT, BOARD CHAIR, DIRECT 7039322002 2026-08-27 1 GEORGE J LEX III P00154352 7034792686 2025 2025-03-06 01:10:19Z X 2052595 X 0 X 69546 69546 91681 1829221 91681 161227 161227 0 0 0 12188 4063 4063 3693 3683 0 13496 13496 0 29377 21242 4063 101000 101000 130377 21242 105063 30850 139985 25547 26633 26633 355274 251593 251593 1607632 1774369 1774369 1988453 2052595 2052595 1050 6937 1050 6937 X 1987403 2045658 1987403 2045658 1988453 2052595 1987403 30850 27405 2045658 0 2045658 PUBLICLY TRADED SECURITIES 540069 534007 6062 6062 PUBLICLY TRADED SECURITIES 1051162 983798 67364 67364 PUBLICLY TRADED SECURITIES 217735 219735 -2000 -2000 CAPITAL GAINS DIVIDENDS P 20255 20255 20255 91681 1946 0 1946 0 1946 2000 0 0 0 2000 0 54 0 54 0 0 0 0 0 0 0 0 0 0 0 1 VA 1 0 0 0 0 1 N/A THE FOUNDATION 7039322002 40589 GRENATA PRESERVE PLACE LEESBURG VA 20175 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM M SMITH 40589 GRENATA PRESERVE PLACE LEESBURG VA 20175 PRESIDENT/BOARD CHAIR/DIRECTOR 2.00 0 0 0 ANGELA H SMITH 40589 GRENATA PRESERVE PLACE LEESBURG VA 20175 TREASURER/DIRECTOR 2.00 0 0 0 JASON W SMITH 2205 OLD JAY LANE MOUNT PLEASANT SC 29466 DIRECTOR 1.00 0 0 0 NICOLE B HILLYARD 40777 NORTHERN WILLOW COURT ALDIE VA 20105 DIRECTOR 1.00 0 0 0 KRISTEN NICOLE O'HARA 24983 DAHLIA MANOR PLACE ALDIE VA 20105 DIRECTOR 1.00 0 0 0 GEORGE J LEX III 4174 RUSH STREET FAIRFAX VA 22033 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 1681880 372912 0 2054792 0 0 2054792 30822 2023970 101199 101199 1946 1946 99253 0 99253 0 99253 105063 0 105063 99253 0 0 5116 1203 6319 105063 0 0 0 99253 5810 0 0 12129 0 0 0 0 0 0 0 12129 5116 1203 5810 X AMERICAN RED CROSS 430 17TH STREET NW WASHINGTON DC 20006 PC AN UNRESTRICTED CONTRIBUTION WAS MADE TO THIS IMPORTANT ORGANIZATION TO FURTHER THIER MISSION TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES. 10000 CULMORE CLINIC 6165 LEESBURG PIKE FALLS CHURCH VA 22044 PC AN UNRESTRICTED GRANT WAS MADE TO THE CULMORE CLINIC, A 501(C)(3), NON-PROFIT HEALTHCARE CLINIC SERVING LOW-INCOME ADULTS IN THE BAILEY'S CROSSROADS, VA COMMUNITY AT LITTLE TO NO COST. SUPPORTED BY A DIVERSE GROUP OF INTERFAITH VOLUNTEERS, HEALTHCARE PROVIDERS, AND DONORS, CULMORE CLINIC OFFERS COMPASSIONATE MEDICAL CARE, COUNSELING SERVICES AS WELL AS SPECIALTY REFERRALS. 5000 FAIRFAX CASA 4103 CHAIN BRIDGE ROAD FAIRFAX VA 22030 PC PROVIDE SUPPORT TO FAIRFAX CASA'S MISSION OF CARING FOR ABUSED OR NEGLECTED CHILDREN IN COOPERATION WITH THE FAIRFAX COUNTY VA JUVENILE AND DOMESTIC RELATIONS DISTRICT COURT. 6000 III B'S FOUNDATION 42395 RYAN ROAD ASHBURN VA 20148 PC THE IIIB'S FOUNDATION DEDICATES RESOURCES TO COMFORTING WOMEN THROUGH THE EMOTIONAL AND PHYSICAL PAIN OF MASTECTOMY BREAST CANCER SURGERY BY PROVIDING BOSOM BUDDY BASKETS FILLED WITH COMFORT, RECOVERY AND RESOURCE ITEMS SPECIFIC FOR MASTECTOMY SURGERY. THE CONTRIBUTION MADE DURING THE YEAR ENDED JUNE 30, 2023 IS TO SUPPORT THEIR EFFORTS. 15000 LEUKEMIA & LYMPHOMA SOCIETY 3601 EISENHOWER AVE SUITE 450 ALEXANDRIA VA 22304 PC THE LEUKEMIA AND LYMPHOMA SOCIETY IS A NATIONALLY RECOGNIZED ORGANIZATION LEADING EFFORTS IN THE SEARCH FOR BLOOD CANCER TREATMENTS. THIS UNRESTRICTED DONATION WAS MADE TO FURTHER THE RESEARCH AND DEVELOPMENT OF TREATMENTS AND CURES FOR LEUKEMIA & LYMPHOMA. 10000 LOUDOUN YOUTH SOCCER ASSOCIATION 19798 SYCOLIN ROAD LEESBURG VA 20175 PC THIS DONATION WAS MADE TO THE LOUDOUN YOUTH SOCCER ASSOCIATION (LYSA) WITH THE RESTRICTION THAT THE FUNDS BE USED IN THE FINANCIAL ASSISTANCE PROGRAM RUN BY LYSA. THIS PROGRAM PROVIDES FUNDING FOR CHILDREN IN NEED OF FINANCIAL ASSISTANCE WHO WOULD OTHERWISE NOT BE ABLE TO PARTICPATE IN THE SOCCER PROGRAMS RUN BY LYSA. 15000 SAINT JUDE REASEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PC UNRESTRICTED CONTRIBUTION SENT TO SAINT JUDE CHILDREN'S RESEARCH HOSPITAL INC TO FURTHER THEIR MISSION TO ADVANCE CHILDHOOD DESEASE CURES AS WELL AS TREAT CHILDREN WHO ARE SICK REGARDLESS OF THEIR FAMILIES ABILITY TO PAY. 15000 FEEDING AMERICA 161 NORTH CLARK STREET CHICAGO IL 60601 PC UNRESTRICTED DONATION WAS MADE TO HELP FGEEDING AMERICA FURTHER THEIR MISSION TO ADVANCE CHANGE IN AMERICA BY ENSURING EQUITABLE ACCESS TO NUTRITIOUS FOOD. 10000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC UNRESTRICTED DONATION MADE TO TUNNEL TO TOWERS FOUNDATION TO FURTHER THEIR PROGRAMS TO SUPPORT FAMILIES OF FALLEN FIRST RESPONDERS AND GOLD STAR FAMILIES. 5000 DULIN CHURCH 513 EAST BROAD STREET FALLS CHURCH VA 22046 PC CONTRIBUTION MADE TO FURTHER THE RELIGIOUS AND CHARITABLE WORKS OF DULIN UNITED METHODIST CHURCH 10000 101000 0 14 69546 14 20255 71426 0 89801 71426 161227 8 NET GAIN ON SECURITIES SOLD THAT IS PART OF THE FOUNDATION INVESTMENT 8 ACCOUNT THAT IS THE SOURCE FOR BEING ABLE TO FUND CHARITABLE GIVING. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 12188 4063 4063 MUTUAL FUNDS AND MARKETABLE SECURITIES FMV 1774369 1774369 BANK AND BROKERAGE FEES 13496 13496 0 UNREALIZED GAIN ON SECURITIES 27405 ANNUAL STATE REGISTRATION FEES 10 0 0 EXCISE TAX - NET INVESTMENT INCOME 3683 3683 0